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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,997 | $167,533+45.6% | $151,645+60.9% | $134,545+81.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.76% | 7.81%-21.6pp | 3.34%-17.1pp | 418.37%-432.1pp |
| Employer contribution / active EE | $18,782 | $6,828+175.1% | $6,165+204.6% | $4,742+296.1% |
| Participant deferral / active EE | $18,690 | $8,985+108.0% | $8,363+123.5% | $6,401+192.0% |
| Admin fee / account holder | $1,701 | $13,781-87.7% | $11,614-85.4% | $11,431-85.1% |